Customer Experience Representative

Webull Corporation
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Sound judgment","Customer focus","Problem-solving","Training"]

Support active, self-directed traders by resolving complex trading-related inquiries across inbound phone and written channels. Own issues end to end—including order execution, P&L, margin buying power calculations, options trades, and trade disputes—while explaining outcomes and trading mechanics clearly. Handle escalated, time-sensitive situations with sound judgment and regulatory awareness. Help train and refine AI tools used by agents and clients, and improve internal knowledge to scale support systems.

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Webull Corporation
Webull Corporation
1 hour ago

Customer Experience Representative

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live
Reposted: similar role first listed 7 months ago

Job Summary

Support active, self-directed traders by resolving complex trading-related inquiries across inbound phone and written channels. Own issues end to end—including order execution, P&L, margin buying power calculations, options trades, and trade disputes—while explaining outcomes and trading mechanics clearly. Handle escalated, time-sensitive situations with sound judgment and regulatory awareness. Help train and refine AI tools used by agents and clients, and improve internal knowledge to scale support systems.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Resolve inbound client inquiries across phone and written channels, owning trading-related issues end to end.
  • •Handle order execution, profit and loss (P&L), margin buying power calculations, options trades, and trade disputes.
  • •Support account access, banking, and platform functionality inquiries as needed.
  • •Explain each resolution and the trading mechanics behind it clearly.
  • •Train and refine AI tools used by agents and clients, improving internal knowledge and support automation.

Pay and Benefits

Perks:Health InsuranceDentalVision401kPaid LeaveParental LeavePet InsuranceLearning Budget

Key Requirements

  • •Bachelor’s degree or equivalent professional experience.
  • •An active FINRA Series 7 license.
  • •An active FINRA Series 63 or Series 66 license, or the ability to obtain one after hire.
  • •At least 3 years of client-facing financial services experience, including at least 1 year at a retail brokerage (preferably digital/fintech).
  • •Strong proficiency in equities, options, margin trading, applicable regulations, tax reporting, cost basis, and retirement account rules.
Experience:3+ yearsFinancial servicesRetail brokerageFintech
Education:Bachelor's
Skills:CommunicationSound judgmentCustomer focusProblem-solvingTraining
Licenses:FINRA Series 7FINRA Series 63FINRA Series 66
Tech Stack:AI

Company Brief

Webull Corporation
Operates a commission-free online brokerage and trading platform offering stocks, options, ETFs, and crypto trading, plus market data and research tools for retail investors and active traders.
Industry: Trading Platforms
Company Size: Enterprise (1,001+ employees)
Growth: Established Company
Headquarters: New York, United States
Founded: 2017
WebsiteLinkedIn